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LCBDX vs RMFEX
LCBDX vs RMFEX Comparison
Open Charts LCBDX vs RMFEX
ClearBridge Tactical Dividend Income IS
Price$24.65
Change-$0.08 (-0.32%)
VolumeN/A
Net Assets353.55M
American Funds American Mutual R4
Price$59.86
Change-$0.14 (-0.23%)
VolumeN/A
Net Assets108.96B
LCBDX vs RMFEX Comparison Chart in %
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LCBDX vs. RMFEX commentary
Aug 12, 2025
To compare these two companies we present long-term analysis, their fundamental ratings and make comparative short-term technical analysis which are presented below. The conclusion is LCBDX is a Hold and RMFEX is a Buy.
FUNDAMENTALS
Fundamentals
RMFEX has more cash in the bank: 109B vs. LCBDX (354M). LCBDX pays higher dividends than RMFEX: LCBDX (3.43) vs RMFEX (1.51). LCBDX was incepted earlier than RMFEX: LCBDX (12 years) vs RMFEX (23 years). LCBDX (1.07) is less costly to investors than RMFEX (0.62). LCBDX is a more actively managed with annual turnover of: 59.00 vs. RMFEX (31.00). RMFEX has a lower initial minimum investment than LCBDX: RMFEX (250) vs LCBDX (1000000). RMFEX annual gain was more profitable for investors over the last year : 9.63 vs. LCBDX (8.43). LCBDX return over 5 years is better than : 81.08 vs. RMFEX (55.26).
| LCBDX | RMFEX | LCBDX / RMFEX | |
| Total Expense Ratio | 1.07 | 0.62 | 173% |
| Annual Report Gross Expense Ratio | 1.07 | 0.62 | 173% |
| Fund Existence | 12 years | 23 years | - |
| Gain YTD | 0.443 | 9.821 | 5% |
| Front Load | N/A | N/A | - |
| Min. Initial Investment | 1000000 | 250 | 400,000% |
| Min. Initial Investment IRA | N/A | N/A | - |
| Net Assets | 354M | 109B | 0% |
| Annual Yield % from dividends | 3.43 | 1.51 | 227% |
| Returns for 1 year | 8.43 | 9.63 | 87% |
| Returns for 3 years | 34.01 | 23.35 | 146% |
| Returns for 5 years | 81.08 | 55.26 | 147% |
| Returns for 10 years | 100.10 | 84.55 | 118% |
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